Expert Financial Planner

1 week ago


Santa Barbara, California, United States Fidelity TalentSource LLC Full time

Fidelity Investments, a privately held company with a mission to strengthen the financial well-being of our clients, offers an exciting opportunity for a skilled Financial Consultant to join their team.

Company Overview

We help people invest and plan for their future. Our commitment to empowering professional growth, flexibility, and support enables long-term success for our associates and clients alike.

Salary and Benefits

The base salary range for this position is $55,000 - $75,000 per year. This competitive compensation package includes a stable base salary, training in-branch, regionally, nationally, and virtually, and benefits designed to help you and your family strike the right balance.

Job Description

In this role, you will engage face-to-face with customers, offering guidance and personalized planning while helping extend the reach of the firm's brand. You will work in our Investor Center, nurturing relationships with an existing client base, and presenting complex solutions to knowledgeable clients.

Required Skills and Qualifications
  • You have previous success in building relationships, uncovering needs, and recommending solutions.
  • You hold FINRA Series 7 & 63 licenses, and either Series 65 or 66 licenses, or can acquire them upon hire.
  • You possess a keen ability to present complex solutions, build rapport, and credibility with clients.
  • Your degree and/or professional certifications are helpful, and our Tuition Reimbursement program can assist you in obtaining one.
Benefits
  • You will receive comprehensive health care coverage and emotional well-being support.
  • Maintain market-leading retirement plans, generous paid time off, and parental leave.
  • Participate in charitable giving employee match programs, educational assistance, including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Apart from your salary and other benefits, Fidelity also offers extensive knowledge of investment solutions, as well as coaching, collaboration, and curiosity as core attributes for success.

This role requires integrity, insights, interpersonal skills, and meticulous planning to mentor and support customers as they reach their retirement goals.

About Us

Fidelity TalentSource LLC values honesty, integrity, and the safety of its associates and clients within a heavily regulated industry.



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